Fee-OnlyFinder

Flat / fixed fees in Greenville, NC

4 advisers in Greenville offering flat / fixed fees. Firms that report fixed or subscription fees (Item 5.E(3)–(4)), such as a flat annual retainer or a one-time plan.

All 4

Carolina Wealth Management, INC.1706-A East Arlington Blvd. · Greenville, NC 27858 · (252) 439-1344 · Financial planningCRD 131393 · % of assets, Hourly charges, Fixed fees · $798.5 million AUMSEC registeredNo commissions reportedCrossgen Wealth LLC905 a Conference Drive · Greenville, NC 27858 · (252) 262-7301 · Financial planningCRD 336270 · % of assets, Hourly charges, Fixed fees · $222.8 million AUMSEC registeredNo commissions reportedH. L. Ormond & Company, LLC1001 Conference Drive, Suite a · Greenville, NC 27858 · (252) 756-4010 · Financial planningCRD 313593 · % of assets, Fixed fees · $401.4 million AUMSEC registeredNo commissions reportedKeel & Long Financial Management, LLC2408 Charles Blvd, Suite 4 · Greenville, NC 27858 · (252) 295-0772 · Financial planningCRD 292851 · % of assets, Hourly charges, Fixed fees · $75.0 million AUMState registeredNo commissions reported